Christopher Smith

Senior Associate

About Christopher

Chris joined the Financial Services Industry in 2012. In this time, he has managed to build a large diverse client base which is testimony to his personable approach, his breadth of knowledge and most importantly, his ability to listen to and understand a client’s exact needs.

He enjoys providing each of his clients with sound reliable advice, investing considerable time and effort into helping them to plan for their future and achieve their personal financial goals.

Chris graduated from the University of Central Lancashire achieving a BA(Hons) degree in Accountancy and Finance. Furthermore, he is a fully qualified level 4 financial adviser with an award in Advanced Wealth Management from the UK Chartered Institute for Securities & Investment.

Qualifications

  • CISI Level 4 Certificate in Advanced Wealth Management
  • BA (Hons) Accountancy and Finance
  • CII Award In Financial Planning

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.